ASSETMARK, INC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,194 filers reported holding JPMORGAN CHASE & CO in Q3 2021. The put-call ratio across all filers is 1.29 and the average weighting 1.1%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$18,094,565
+8.5%
124,773
+8.8%
0.07%
+10.8%
Q2 2023$16,672,703
+17.9%
114,636
+5.6%
0.06%
+12.1%
Q1 2023$14,143,173
+10.0%
108,535
+13.2%
0.06%
+3.6%
Q4 2022$12,853,964
+54.7%
95,854
+20.5%
0.06%
+43.6%
Q3 2022$8,310,000
+22.9%
79,518
+32.5%
0.04%
+30.0%
Q2 2022$6,759,000
+30.5%
60,017
+57.9%
0.03%
+36.4%
Q1 2022$5,180,000
+78.3%
38,002
+107.1%
0.02%
+83.3%
Q4 2021$2,906,000
+192.6%
18,351
+202.6%
0.01%
+200.0%
Q3 2021$993,000
+21.5%
6,064
+15.4%
0.00%0.0%
Q2 2021$817,000
+5.1%
5,256
+3.0%
0.00%0.0%
Q1 2021$777,000
+4.2%
5,102
-13.1%
0.00%0.0%
Q4 2020$746,000
+21.1%
5,868
-8.3%
0.00%0.0%
Q3 2020$616,000
-22.9%
6,400
-24.7%
0.00%
-33.3%
Q2 2020$799,000
-58.7%
8,498
-60.4%
0.01%
-62.5%
Q1 2020$1,934,000
+33.1%
21,478
+106.0%
0.02%
+45.5%
Q4 2019$1,453,000
+19.5%
10,426
+0.9%
0.01%
+10.0%
Q3 2019$1,216,000
-53.4%
10,330
-55.8%
0.01%
-52.4%
Q2 2019$2,612,000
+11.8%
23,361
+1.2%
0.02%0.0%
Q1 2019$2,337,000
+1.5%
23,087
-2.1%
0.02%
-4.5%
Q4 2018$2,303,000
-91.7%
23,590
-90.4%
0.02%
-91.3%
Q3 2018$27,702,000
+11.1%
245,501
+2.6%
0.25%
+2.9%
Q2 2018$24,935,000
-4.5%
239,298
+0.8%
0.24%
-9.3%
Q1 2018$26,104,000
-6.5%
237,377
-9.1%
0.27%
-6.2%
Q4 2017$27,928,000
+14.0%
261,152
+1.8%
0.29%
+3.2%
Q3 2017$24,499,000
-32.2%
256,505
-35.1%
0.28%
-38.7%
Q2 2017$36,126,000
+11.4%
395,252
+7.1%
0.46%
+6.8%
Q1 2017$32,420,000
+11.5%
369,079
+9.6%
0.43%
-0.2%
Q4 2016$29,064,000
+33.1%
336,813
+2.7%
0.43%
+28.6%
Q3 2016$21,833,000
+6.8%
327,874
-0.3%
0.33%
-3.5%
Q2 2016$20,435,000
+11.6%
328,855
+6.3%
0.34%
+7.5%
Q1 2016$18,319,000
+7.2%
309,334
+19.5%
0.32%
+0.9%
Q4 2015$17,094,000
-27.7%
258,886
-33.2%
0.32%
+28.3%
Q3 2015$23,636,000
+3774.8%
387,680
+4209.9%
0.25%
+1800.0%
Q2 2015$610,000
+25.3%
8,995
+11.8%
0.01%
+30.0%
Q1 2015$487,000
-79.6%
8,045
-79.0%
0.01%
-80.8%
Q4 2014$2,393,000
-0.2%
38,239
-4.0%
0.05%
-5.5%
Q3 2014$2,398,000
+43.9%
39,813
+37.6%
0.06%
+52.8%
Q2 2014$1,667,000
+93.8%
28,933
+104.2%
0.04%
+71.4%
Q1 2014$860,000
+0.5%
14,170
-3.2%
0.02%
+5.0%
Q4 2013$856,000
+8.6%
14,632
-4.1%
0.02%0.0%
Q3 2013$788,00015,2530.02%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 398$54,255,00033.06%
ADAMCAPITAL Gestao de Recursos Ltda. 670,063$91,343,000,00021.43%
Guidance Point Advisors, LLC 400,568$54,605,00020.68%
Global Frontier Investments LLC 339,000$46,212,00017.87%
Courant Investment Management LLC 136,592$18,620,00016.58%
MIZUHO MARKETS AMERICAS LLC 1,697,190$231,361,00014.15%
Paralel Advisors LLC 1,028,000$140,137,0007.75%
PM CAPITAL Ltd 284,889$38,836,0007.59%
CINCINNATI CASUALTY CO 93,000$12,678,0007.38%
Ardent Capital Management, Inc. 79,376$10,821,0007.21%
View complete list of JPMORGAN CHASE & CO shareholders